Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47420.75 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46022.76 Kr¶
PnL: ---------------------------------------> -865.81 Kr¶
DD now: ---------------------------------> -2.486 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 10:40:55.288779'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.640000 | 3130.000000 | 203.000000 | 6.940000 | 2927.000000 |
| HEBA B | 70 | 0.130000 | 2775.500000 | 139.500000 | 5.290000 | 2636.000010 |
| HMS Networks | 2 | -0.760000 | 784.800000 | 111.800000 | 16.610000 | 673.000000 |
| SAAB B | 8 | -0.260000 | 3434.400000 | 57.400000 | 1.700000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.630000 | 3505.520000 | 51.520000 | 1.490000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.000000 | 393.700000 | 38.700000 | 10.900000 | 355.000000 |
| Intrum | 4 | 2.530000 | 558.600000 | 31.600000 | 6.000000 | 527.000000 |
| Resurs Holding | 22 | 1.220000 | 601.040000 | 27.040000 | 4.710000 | 573.999998 |
| Corem Property Group B | 59 | 0.300000 | 600.620000 | 23.620000 | 4.090000 | 576.999999 |
| Boozt | 12 | 0.140000 | 1674.000000 | 20.000000 | 1.210000 | 1653.999996 |
| OEM International B | 7 | 0.130000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Norva24 Group | 16 | 0.870000 | 558.720000 | 15.720000 | 2.900000 | 543.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| AcadeMedia | 12 | -1.160000 | 571.920000 | 14.920000 | 2.680000 | 557.000004 |
| Swedbank A | 3 | 0.490000 | 578.700000 | 14.700000 | 2.610000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Securitas B | 6 | 1.040000 | 582.120000 | 12.120000 | 2.130000 | 570.000000 |
| Creaspac SPAC | 6 | 0.410000 | 583.200000 | 6.200000 | 1.070000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.850000 | 251.280000 | 5.280000 | 2.150000 | 246.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.220000 | 536.800000 | 4.800000 | 0.900000 | 532.000000 |
| Handelsbanken A | 5 | 0.140000 | 540.750000 | -5.250000 | -0.960000 | 546.000000 |
| Midsona B | 63 | 0.220000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.260000 | 575.500000 | -19.070000 | -3.210000 | 594.565215 |
| Essity B | 2 | 0.040000 | 549.400000 | -24.600000 | -4.290000 | 574.000000 |
| CTEK | 13 | -4.240000 | 508.170000 | -25.830000 | -4.840000 | 533.999999 |
| Essity A | 4 | 0.360000 | 1102.000000 | -47.000000 | -4.090000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.190000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -1.480000 | 2761.200000 | -209.800000 | -7.060000 | 2971.000006 |
| OX2 | 18 | 0.630000 | 1427.400000 | -236.600000 | -14.220000 | 1663.999992 |
| Axfood | 13 | 0.110000 | 3472.300000 | -283.700000 | -7.550000 | 3756.000001 |
| Ovzon | 52 | 0.190000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46022.760000 | -865.810000 | -2.48641% | 46888.564618 |
Updated:¶
'2023-01-27 10:41:08.276320'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
